tag:infinitekind.tenderapp.com,2009-01-14:/discussions/suggestions/135-investment-account-overview-with-daily-changesInfinite Kind: Discussion 2023-04-22T13:24:39Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-07-21T22:58:46Z2009-07-21T23:01:35ZInvestment account overview with daily changes<div><p>I'd like to second Len's comment. This would be a great feature
to add.</p></div>Richardtag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-07-25T15:55:41Z2009-07-25T15:55:41ZInvestment account overview with daily changes<div><p>Thanks for your suggestion. There's a request for this feature
in our issue tracker right now, which you can view at
http://moneydance.com/trac/ticket/450. If you'd like to see this
prioritized, you can create a trac account and vote for this issue.
The more votes your request gets, the faster we'll get to it.</p>
<p>Jessica</p></div>Jessica Littletag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-08-28T16:35:29Z2023-04-22T13:24:39ZInvestment account overview with daily changes<div><p>I too am used to the portfolio information shown in MS Money. I would like to see a tracking function in Moneydance.<br>
Please excuse my ignorance but when I view the help files they say that you can change the views on investments but I cant find how you do this ! All I see is the security name; the current price and the number of shares how can I see an overview of total value ie number of shares x value and history can someone help.</p></div>pjanslowtag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-08-29T17:38:28Z2009-08-29T17:38:28ZInvestment account overview with daily changes<div><p>Hi Phil</p>
<p>I believe the help doc is refering to the three modes with which
you ca interact with an investment account. There are "Portfolio
View", "Register" and "Security Detail". These are accesed by
clicking on the three green buttons in the top middle of the screen
when looking at an investment account.</p>
<p>Ben</p></div>Ben Spencertag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-08-29T18:44:22Z2009-08-29T18:44:22ZInvestment account overview with daily changes<div><p>parts of the wanted functionality might be found in a third
party extension called portfolio allocation<br>
<a href=
"http://code.google.com/p/moneydance-portfolioallocation/">http://code.google.com/p/moneydance-portfolioallocation/</a><br></p>
<p>a more complete list of extension:<br>
<a href=
"http://help.infinitekind.com/faqs/frequently-asked-questions-2/list-of-extensions-available-for-md">
http://help.infinitekind.com/faqs/frequently-asked-questions-2/list...</a><br></p>
<p>Raimund</p></div>Raimund Buchholztag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-09-04T03:22:24Z2009-09-04T03:22:24ZInvestment account overview with daily changes<div><p>Porfolio allocation is a good step in this direction. However,
it takes a bit of effort to get working in Power PC OS X (in 10.4.
with APPLE's developer release JSE6). I posted a brief note on the
extension's Google code page doing it.</p></div>avp2tag:infinitekind.tenderapp.com,2009-01-14:Comment/2390562009-10-07T18:49:04Z2009-10-07T18:49:06ZInvestment account overview with daily changes<div><p>I'd like to see this too, along with a little more analysis of
performance. I'm used to the MS Money portfolio view which was
customisable and had many different columns available. I
particularly liked to be able to see the amount of unrealised
gain/loss (helps with Capital Gains tax planning) as well as the
annualised % return (to help keep track of how the investment
and/or investment account is performing).</p></div>Stork